Institutional Ownership Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM). We have compiled data on the 892 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $8.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
22,202,035
shares
|
$1.01 Billion
2.07% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,491,342
shares
|
$887 Million
0.41% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,470,868
shares
|
$704 Million
1.69% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,149,811
shares
|
$280 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,589,815
shares
|
$254 Million
0.05% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
5,219,058
shares
|
$237 Million
3.75% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,195,181
shares
|
$236 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,950,894
shares
|
$180 Million
0.77% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,579,221
shares
|
$163 Million
0.05% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,535,157
shares
|
$161 Million
0.01% of portfolio
|
Q3 2024
Added 14.86%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
3,279,047
shares
|
$149 Million
3.22% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,100,924
shares
|
$141 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,265,701
shares
|
$103 Million
0.02% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,183,438
shares
|
$99.3 Million
1.96% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,908,248
shares
|
$86.8 Million
2.01% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,825,728
shares
|
$83.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,794,197
shares
|
$81.6 Million
1.13% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,719,235
shares
|
$78.2 Million
0.02% of portfolio
|
Q3 2024
Added 23.81%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,632,126
shares
|
$74.2 Million
0.48% of portfolio
|
Q3 2024
Reduced 26.24%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
1,539,321
shares
|
$70 Million
0.86% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,508,177
shares
|
$68.6 Million
9.36% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,450,925
shares
|
$66 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
1,450,575
shares
|
$66 Million
9.71% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
1,436,307
shares
|
$65.3 Million
4.96% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,420,168
shares
|
$64.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.91%
|